In writing 3 weeks ago, I stated stock markets were pretty much at all-time-highs with interest rates slowly coming down and Trump’s tariff rhetoric pretty […]
Graduate Market Update
Global stocks have reached all-time highs but the question continues to be asked “Are we in an AI bubble?” with Goldman Sachs CEO David Solomon […]
Graduate Market Update for Interview
EQUITIES Despite all the trouble, and potential trouble, in the world, global equity markets are at all-time-highs. Why is this? -Markets are always forward looking […]
Where would you invest USD 1 Million today?
A common question especially in Asset Management interviews In thinking on where to invest $1 million I first think about what a typical investor portfolio […]
Graduate Market Update
STOCKS – To summarise, global stock markets are trading just about at all-time highs and roughly 25% above the April low’s when markets sold off […]
Graduate Market Update
Global stock markets have been strong in June rebounding from levels 20% lower a couple of months ago. The sharp falls triggered by Trump’s Liberation […]
Graduate Market Update
One thing we promised with the Trump Administration at the beginning of the year was market volatility and we have seen that. The last 5 […]
Graduate Market Update
The one thing we promised in the last couple of posts was market volatility with Donald Trump at the helm. We had the initial euphoria […]
Graduate Market Update
There are two things to consider: The state of the global/US economy right now and then the potential impact of Donald Trump’s second term in […]
Graduate Market Update
STOCKS: US stocks had their biggest monthly gains of the year in November: The blue-chip S&P 500 index is up 5.9% for the month following […]